Institutional Sales Analyst- Liquidity

Job Summary

Job Description

What is the opportunity?

The focus of the Institutional Sales Analyst-Liquidity role is to provide business management support to the Liquidity Management & Banking team with the goal of driving revenue growth.

What will you do?

• Help develop and implement the team’s business development plan, cultivate the assigned territory, and foster new relationships to drive sales.
• Assist the sales team on territory support, maintain up-to-date research on target markets/sectors utilizing industry databases to research and define selling opportunities around specific market segments.
• Work with the RFP Team and Institutional Sales to review draft responses and ensure the RFP/questionnaire is customized to prospects' needs and work closely with Marketing to leverage the firm’s intellectual capital and present our thought leadership to prospects and clients.
• Develop a successful targeted email communication plan to prospects and analyze the e-distribution data to support a focused selling effort and work with the Institutional Sales team to ensure timely and accurate information on institutional sales prospects is in the firm’s CRM.
• Manage responses to prospect and client inquiries (e.g. quarterly questionnaires, RFI’s, RFPs, sales reports, marketing campaigns, due diligence analysis, etc.) for all strategies.
• Establish regional and market segment specific email distribution lists within the firm’s CRM and manage distribution lists on an ongoing basis and manage e-Distribution strategy to facilitate a targeted and focused selling effort by ensuring all contacts within the CRM are accurate and up-to-date.
• Prepare and coordinate all aspects relating to sales presentations and due diligence visits such as logistics, prep packs, presentation booklets, briefing memos and agendas. Participate in and host prospect meetings/calls, prepare agendas and materials, handle follow-up and document meeting minutes.
• Conduct research projects to develop better insights and understanding of specific market segments and trends and the solutions RBC GAM can provide.
  
  

What do you need to succeed?

• Bachelor’s degree required - in Finance, Business or related field preferred.
• 0-4 years financial services industry (investment management and/or mutual funds) experience
• FINRA Series 7, & 63 required (or ability to obtain within 6 months)
• Willingness to learn and be a self-starter
• Comfort with going outside “comfort zone”
  
  

Must-have

• Demonstrate drive and passion to learn the institutional sales process within the context of the broader financial services industry.
• General understanding of capital markets
  
  

Nice-to-have

• Familiarity with financial services industry
  
  

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business
  
  

Job Skills

Additional Job Details

Address:

225 FRANKLIN STREET:BOSTON

City:

Boston

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-03-25

Application Deadline:

2025-04-11

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com